Logical. Streamlined. Consistent. Proposal development workflow.
Morningstar® Portfolio Builder offers firms and their advisers a defined step-by-step process to create portfolio proposals for clients. With Portfolio Builder, advisers have access to multi-lingual and multi-currency capabilities and can construct appropriate portfolios based on a client’s current holdings and risk tolerance, as well as their firms’ preferred models and investments. This efficient tool simplifies the portfolio-building process for advisers while helping firms deliver consistency wherever they conduct business.